Frazis Capital Podcast

State of the Market: the winners and losers in big tech cost outs

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

Michael Frazis gives an update on markets and technology.

Misha Saul and Michael Frazis talk markets

Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data 

6:42 – Investing strategies 

10:30 – Tesla’s journey and the switch to self-driving capabilities 

12:56 – David Walsh’s presentation at Sohn Conference on professional gambling 

14:46 – Grindr IPO 

21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets 

31:44 – Lessons learned from market downturns 

38:25 – Cyclicality of the semiconductor industry 

39:31 – Life science industry outlook

Michael Frazis and Misha Saul talk SBF and inflation. 

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google